Xcel Wealth Management’s ExxonMobil XOM Stock Holding History

Xcel Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$612K	Sell	4,473 -103	-2%	-$15.4K	0.15%	99
2026 Q1	$776K	Sell	4,576 -358	-7%	-$52.2K	0.21%	80
2025 Q4	$594K	Buy	4,934 +122	+3%	+$14.2K	0.15%	89
2025 Q3	$543K	Buy	4,812 +9	+0.2%	+$1K	0.14%	95
2025 Q2	$518K	Sell	4,803 -595	-11%	-$63.6K	0.15%	90
2025 Q1	$642K	Buy	5,398 +3,125	+137%	+$346K	0.2%	80
2024 Q4	$245K	Hold	2,273	–	–	0.07%	120
2024 Q3	$266K	Sell	2,273 -168	-7%	-$19.4K	0.08%	116
2024 Q2	$281K	Buy	+2,441	New	+$284K	0.09%	109
2023 Q3	–	Sell	-1,922	Closed	-$206K	–	137
2023 Q2	$206K	Hold	1,922	–	–	0.07%	130
2023 Q1	$211K	Sell	1,922 -325	-14%	-$35.9K	0.07%	125
2022 Q4	$248K	Sell	2,247 -175	-7%	-$18.8K	0.1%	110
2022 Q3	$211K	Sell	2,422 -225	-9%	-$20.5K	0.08%	113
2022 Q2	$227K	Sell	2,647 -8,794	-77%	-$793K	0.08%	113
2022 Q1	$945K	Sell	11,441 -175	-2%	-$13.6K	0.26%	70
2021 Q4	$711K	Sell	11,616 -1,994	-15%	-$125K	0.18%	85
2021 Q3	$801K	Buy	13,610 +1,352	+11%	+$77K	0.23%	75
2021 Q2	$773K	Buy	+12,258	New	+$732K	0.23%	78
2019 Q2	–	Sell	-2,787	Closed	-$225K	–	81
2019 Q1	$225K	Buy	+2,787	New	+$212K	0.23%	73

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Xcel Wealth Management's XOM Position: Q2 2026 in Review

Xcel Wealth Management reduced its ExxonMobil (XOM) stake by 2.3% in Q2 2026, selling an estimated $15.4K and leaving 4,473 shares worth $612K. The position accounts for 0.15% of the portfolio, ranked #99.

Xcel Wealth Management first reported a position in XOM in Q1 2019 and has held it in 19 quarters since. The position peaked at $945K in Q1 2022. 4,263 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Xcel Wealth Management held 4,473 shares of ExxonMobil worth $612K as of Q2 2026.
Xcel Wealth Management sold 103 ExxonMobil shares in Q2 2026, an estimated $15.4K.
ExxonMobil made up 0.15% of Xcel Wealth Management's portfolio in Q2 2026, its #99 holding.
Xcel Wealth Management first reported a position in ExxonMobil in Q1 2019 and has held it in 19 quarters since.
Xcel Wealth Management's ExxonMobil position peaked at $945K in Q1 2022.
4,263 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.